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Disclosery

Founders Financial Alliance, LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Founders Financial Alliance, LLC on IWF, newest first. How the timeline and the estimate are built.

Founders Financial Alliance, LLC held 34,182 IWF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,182 shares
    Change vs previous 13F +25,603 shares

    0.56% of the 13F portfolio, value $4,244,381.

    13F-HR 0001398344-26-013459 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,579 shares
    Change vs previous 13F -65 shares

    0.66% of the 13F portfolio, value $3,658,353.

    13F-HR 0001398344-26-008920 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,644 shares
    Change vs previous 13F -245 shares

    0.77% of the 13F portfolio, value $4,091,253.

    13F-HR 0001398344-26-002808 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,889 shares
    Change vs previous 13F -962 shares

    0.78% of the 13F portfolio, value $4,163,608.

    13F-HR 0001398344-25-020494 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,851 shares
    Change vs previous 13F -217 shares

    0.95% of the 13F portfolio, value $4,182,373.

    13F-HR 0001398344-25-015014 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,068 shares
    Change vs previous 13F -682 shares

    0.88% of the 13F portfolio, value $3,635,461.

    13F-HR 0001398344-25-009151 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,750 shares
    Change vs previous 13F -264 shares

    1.19% of the 13F portfolio, value $4,316,804.

    13F-HR 0001398344-25-002203 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,014 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $4,134,469.

    13F-HR 0001398344-24-019768 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).